H&B | WEALTH SYMPOSIUM 2020

WHEN >

12 - 13 May 2020

WHERE >

RACV Torquay Resort

H&B Wealth Symposium 2020

A discussion based, invitation only Symposium which will bring together a delegation of Australian advisors to identify and discuss several key decisions we face in asset allocation and investment strategy. We will also explore and debate ideas and approaches to navigating the uniquely challenging set of circumstances we find ourselves in today – namely low interest rates, high asset class valuations, and significant disruption impacting investment markets, against the backdrop of a rapidly changing competitive environment for financial advice.

" It's all about the discussion "

H&B | WEALTH SYMPOSIUM 2020

SCHEDULE

DAY 1 - AGENDA

"Chapter 1 - Major Investment Themes for the

Next Decade"

"Chapter 2 - New Ideas in Portfolio Construction"

. . . . .

SYMPOSIUM DINNER

DAY 2 - AGENDA

"Chapter 3 - Evolving Our Investment Process"

. . . . .

SYMPOSIUM CLOSE

GREAT OCEAN ROAD | RACV TORQUAY RESORT

H&B | WEALTH SYMPOSIA